ECM Weekly (9th July 2023) - Socionext, Yongtai, Tryt, Redox, S.F. Holding, Lalatech, Fadu, Amman
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Lalatech Holdings Limited Pre-IPO - Thoughts on Valuation - Needs a Very Big Cut from Pre-IPO Rounds
Lalatech Holdings Co Ltd (LALA HK) is looking to raise about US$1bn in its upcoming HK IPO. In this note, we talk about valuations.
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Lalatech Holdings Limited Pre-IPO - Peer Comparison - Not the Largest but Pulling Its Weight
Lalatech Holdings Co Ltd (LALA HK) is looking to raise about US$1bn in its upcoming HK IPO. In this note, we undertake a peer comparison.
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China TMT Update-2618.HK/2352.CH/3690.HK/PDD/BEKE-Cainiao Launching Express Delivery Network
2618.HK/352.CH: Cainiao launching own national express delivery network；3690.HK/PDD: Meituan planning to launch “Summer War” in CGB；BEKE: Beike is...
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Blue Lotus IPO Outlook/J&T Express: Cash Crunch as Prices Slump, Overseas Volume Ramps
We expect that J&T’s China and SEA’s growth will slow down. we value J&T at US$ 10 bn, which is (25%) vs. J&T’s valuation in its latest round of...
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